Laffer Tengler Investments’s NEXTERA ENERGY INC EQUITY UNIT NEE.PRP Stock Holding History

Laffer Tengler Investments’s Portfolio NEE.PRP Stock Details NEE.PRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Hold	0	–	–	–	28
2015 Q3	–	Sell	-36,549	Closed	-$2.05M	–	24
2015 Q2	$2M	Sell	36,549 -2,649	-7%	-$150K	0.49%	55
2015 Q1	$2.22M	Buy	+39,198	New	+$2.26M	0.31%	115
2014 Q4	–	Sell	-3,407	Closed	-$190K	–	155
2014 Q3	$186K	Buy	+3,407	New	+$187K	0.03%	182

Other funds holding NEE.PRP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Laffer Tengler Investments's NEE.PRP Position: Q4 2015 in Review

Laffer Tengler Investments held its NEXTERA ENERGY INC EQUITY UNIT (NEE.PRP) position steady in Q4 2015 at 0 shares worth $2.91B. The position accounts for 0.79% of the portfolio, ranked #28.

Laffer Tengler Investments first reported a position in NEE.PRP in Q3 2014 and has held it in 3 quarters since. The position peaked at $2.22M in Q1 2015. 33 funds tracked by Wall St. Rank hold NEE.PRP as of Q4 2015.

Laffer Tengler Investments held 0 shares of NEXTERA ENERGY INC EQUITY UNIT worth $2.91B as of Q4 2015.
Laffer Tengler Investments left its NEXTERA ENERGY INC EQUITY UNIT share count unchanged in Q4 2015.
NEXTERA ENERGY INC EQUITY UNIT made up 0.79% of Laffer Tengler Investments's portfolio in Q4 2015, its #28 holding.
Laffer Tengler Investments first reported a position in NEXTERA ENERGY INC EQUITY UNIT in Q3 2014 and has held it in 3 quarters since.
Laffer Tengler Investments's NEXTERA ENERGY INC EQUITY UNIT position peaked at $2.22M in Q1 2015.
33 funds tracked by Wall St. Rank held NEXTERA ENERGY INC EQUITY UNIT as of Q4 2015.

Based on Laffer Tengler Investments's 13F filing for Q4 2015, filed 16 Feb 2016.